Wilkins Investment Counsel

Wilkins Investment Counsel as of June 30, 2025

Portfolio Holdings for Wilkins Investment Counsel

Wilkins Investment Counsel holds 120 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Newmont Stock (NEM) 4.8 $34M 587k 58.26
International Business Machines Stock (IBM) 3.8 $27M 90k 294.78
Corteva Stock (CTVA) 3.6 $25M 340k 74.53
Automatic Data Processing Stock (ADP) 3.4 $24M 79k 308.40
Chubb Stock (CB) 3.3 $24M 81k 289.72
3M Stock (MMM) 3.3 $23M 151k 152.24
Williams Cos Stock (WMB) 3.2 $23M 362k 62.81
Procter & Gamble Stock (PG) 3.2 $22M 141k 159.32
Merck Stock (MRK) 3.0 $21M 264k 79.16
Northern Trust Stock (NTRS) 2.8 $20M 157k 126.79
Johnson & Johnson Stock (JNJ) 2.6 $19M 122k 152.75
Medtronic Stock (MDT) 2.6 $18M 208k 87.17
Emerson Electric Stock (EMR) 2.6 $18M 136k 133.33
Fortinet Stock (FTNT) 2.5 $18M 167k 105.72
United Parcel Service Stock (UPS) 2.4 $17M 168k 100.94
Novartis Adr (NVS) 2.4 $17M 139k 121.01
BP Adr (BP) 2.2 $16M 525k 29.93
International Flavors & Fragrances Stock (IFF) 2.2 $15M 208k 73.55
Pepsico Stock (PEP) 2.1 $15M 112k 132.04
Sysco Stock (SYY) 2.0 $14M 187k 75.74
Illumina Stock (ILMN) 1.9 $14M 143k 95.41
Berkshire Hathaway Cl B Stock (BRK.B) 1.9 $13M 27k 485.77
Fastenal Stock (FAST) 1.9 $13M 316k 42.00
Iqvia Stock (IQV) 1.7 $12M 75k 157.59
Dupont Stock (DD) 1.7 $12M 171k 68.59
SLB Stock (SLB) 1.6 $11M 326k 33.80
Weyerhaeuser Reit (WY) 1.5 $11M 422k 25.69
Texas Instruments Stock (TXN) 1.5 $11M 52k 207.62
Corpay Stock (CPAY) 1.5 $11M 32k 331.82
Microsoft Stock (MSFT) 1.4 $10M 21k 497.41
Colgate-palmolive Stock (CL) 1.4 $9.8M 108k 90.90
F5 Networks Stock (FFIV) 1.4 $9.8M 33k 294.32
American Tower Reit (AMT) 1.3 $8.9M 40k 221.02
Fiserv Stock (FI) 1.2 $8.4M 49k 172.41
Walt Disney Stock (DIS) 1.0 $7.2M 58k 124.01
Gartner Stock (IT) 0.9 $6.3M 16k 404.22
J.p. Morgan Chase Stock (JPM) 0.8 $5.9M 21k 289.91
Exxon Mobil Stock (XOM) 0.8 $5.8M 54k 107.80
Accenture Stock (ACN) 0.8 $5.7M 19k 298.89
Cisco Systems Stock (CSCO) 0.7 $5.2M 75k 69.38
Hershey Company Stock (HSY) 0.7 $5.0M 30k 165.95
Pfizer Stock (PFE) 0.7 $4.9M 202k 24.24
Apple Stock (AAPL) 0.7 $4.9M 24k 205.17
Union Pacific Stock (UNP) 0.7 $4.7M 21k 230.08
Bio-techne Stock (TECH) 0.6 $4.5M 87k 51.45
Abbott Labs Stock (ABT) 0.5 $3.2M 23k 136.01
Abbvie Stock (ABBV) 0.4 $2.7M 15k 185.62
Trimble Stock (TRMB) 0.4 $2.7M 36k 75.98
General Mills Stock (GIS) 0.4 $2.7M 52k 51.81
American Express Stock (AXP) 0.4 $2.5M 7.9k 318.98
Ibotta Inc Class A Stock (IBTA) 0.3 $2.4M 66k 36.60
Costco Stock (COST) 0.3 $2.3M 2.3k 989.94
Eli Lilly Stock (LLY) 0.3 $2.2M 2.9k 779.53
Visa Stock (V) 0.3 $2.2M 6.2k 355.05
Coca Cola Stock (KO) 0.3 $2.2M 31k 70.75
Chevron Stock (CVX) 0.3 $2.1M 15k 143.19
Deere & Co Stock (DE) 0.3 $2.1M 4.1k 508.49
Clorox Stock (CLX) 0.3 $2.1M 18k 120.07
Nextera Energy Stock (NEE) 0.3 $2.1M 30k 69.42
Conocophillips Stock (COP) 0.3 $2.0M 22k 89.74
Phillips 66 Stock (PSX) 0.3 $1.9M 16k 119.30
Comcast Corp Stock (CMCSA) 0.2 $1.8M 49k 35.69
Bank New York Mellon Corp Stock (BK) 0.2 $1.7M 19k 91.11
Wal-mart Stores Stock (WMT) 0.2 $1.7M 17k 97.78
Home Depot Stock (HD) 0.2 $1.6M 4.4k 366.64
Morgan Stanley Stock (MS) 0.2 $1.6M 11k 140.86
State Street Stock (STT) 0.2 $1.6M 15k 106.34
Ansys Stock (ANSS) 0.2 $1.5M 4.3k 351.22
General Electric Stock (GE) 0.2 $1.5M 5.8k 257.39
Caterpillar Stock (CAT) 0.2 $1.5M 3.8k 388.21
Norfolk Southern Stock (NSC) 0.2 $1.4M 5.6k 255.97
Autodesk Stock (ADSK) 0.2 $1.4M 4.4k 309.57
Kellanova Stock (K) 0.2 $1.3M 16k 79.53
Eaton Corp Stock (ETN) 0.2 $1.2M 3.4k 356.99
Raytheon Technologies Stock (RTX) 0.2 $1.2M 7.9k 146.02
Csx Corp Stock (CSX) 0.2 $1.1M 35k 32.63
Fedex Corp Stock (FDX) 0.1 $959k 4.2k 227.31
Spdr S&p 500 Etf Trust Etf (SPY) 0.1 $926k 1.5k 617.85
Nvidia Corporation Stock (NVDA) 0.1 $924k 5.8k 157.99
Mcdonald's Stock (MCD) 0.1 $917k 3.1k 292.17
Unitedhealth Group Stock (UNH) 0.1 $892k 2.9k 311.97
The Cigna Group Stock (CI) 0.1 $873k 2.6k 330.58
Verizon Stock (VZ) 0.1 $857k 20k 43.27
Genuine Parts Stock (GPC) 0.1 $825k 6.8k 121.31
Kimberly-clark Corp Stock (KMB) 0.1 $817k 6.3k 128.92
Alphabet Cl C Stock (GOOG) 0.1 $811k 4.6k 177.39
Eversource Energy Stock (ES) 0.1 $801k 13k 63.62
Amazon Stock (AMZN) 0.1 $753k 3.4k 219.39
Us Bancorp Stock (USB) 0.1 $744k 17k 45.25
Dover Corp Stock (DOV) 0.1 $705k 3.9k 183.23
Copart Stock (CPRT) 0.1 $675k 14k 49.07
Honeywell International Stock (HON) 0.1 $661k 2.8k 232.88
Illinois Tool Works Stock (ITW) 0.1 $643k 2.6k 247.25
Pnc Finl Svcs Group Stock (PNC) 0.1 $606k 3.3k 186.42
Duke Energy Stock (DUK) 0.1 $575k 4.9k 118.00
At&t Stock (T) 0.1 $564k 20k 28.94
Moodys Corp Stock (MCO) 0.1 $552k 1.1k 501.59
Mastercard Incorporated Cl A Stock (MA) 0.1 $548k 975.00 561.94
Oracle Stock (ORCL) 0.1 $503k 2.3k 218.63
Southern Stock (SO) 0.1 $496k 5.4k 91.83
Sherwin Williams Stock (SHW) 0.1 $481k 1.4k 343.36
Truist Finl Corp Stock (TFC) 0.1 $429k 10k 42.99
Trane Technologies Stock (TT) 0.1 $391k 893.00 437.41
Ppg Inds Stock (PPG) 0.1 $385k 3.4k 113.75
Lowe's Companies Stock (LOW) 0.1 $385k 1.7k 221.87
Gallagher Arthur J & Co Stock (AJG) 0.1 $379k 1.2k 320.12
Philip Morris Intl Stock (PM) 0.1 $379k 2.1k 182.13
Vanguard Russell 1000 Etf Etf (VONE) 0.1 $376k 1.3k 280.86
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $368k 650.00 566.48
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $342k 550.00 620.90
Bristol-myers Squibb Stock (BMY) 0.0 $310k 6.7k 46.29
Consolidated Edison Stock (ED) 0.0 $301k 3.0k 100.35
Ameriprise Finl Stock (AMP) 0.0 $280k 525.00 533.73
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $255k 600.00 424.58
Diageo Adr (DEO) 0.0 $252k 2.5k 100.84
Paychex Stock (PAYX) 0.0 $228k 1.6k 145.46
Ge Vernova Stock (GEV) 0.0 $216k 409.00 529.15
Amgen Stock (AMGN) 0.0 $210k 751.00 279.21
Parker-hannifin Corp Stock (PH) 0.0 $210k 300.00 698.47
M&t Bank Corp Stock (MTB) 0.0 $204k 1.1k 193.99